|
51
|
NewEdge Advisors
New Orleans,
Louisiana
|
$46.6M
|
+$1.03M
|
+11,633
|
+2%
|
|
|
52
|
HSBC Holdings
London,
United Kingdom
|
$45.4M
|
–
|
–
|
–
|
|
|
53
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$41M
|
-$837K
|
-9,497
|
-2%
|
|
|
54
|
|
$41M
|
+$14.1M
|
+160,489
|
+56%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$39.3M
|
+$8.94M
|
+101,414
|
+31%
|
|
|
56
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$38.7M
|
-$8.86M
|
-100,503
|
-19%
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$38.4M
|
+$1.01M
|
+11,481
|
+3%
|
|
|
58
|
Klingman & Associates
New York
|
$35.1M
|
-$333K
|
-3,774
|
-1%
|
|
|
59
|
Equitable Holdings
New York
|
$35M
|
+$306K
|
+3,476
|
+0.9%
|
|
|
60
|
Barclays
London,
United Kingdom
|
$34.1M
|
-$24.3M
|
-275,128
|
-42%
|
|
|
61
|
KeyBank National Association
Cleveland,
Ohio
|
$33.8M
|
-$3.01M
|
-34,185
|
-8%
|
|
|
62
|
Allianz Asset Management
Munich,
Germany
|
$33.2M
|
–
|
–
|
–
|
|
|
63
|
Halpern Financial
Ashburn,
Virginia
|
$33M
|
-$1.07M
|
-12,144
|
-3%
|
|
|
64
|
Facet Wealth Inc
Baltimore,
Maryland
|
$31.3M
|
+$2.78M
|
+31,586
|
+10%
|
|
|
65
|
Insight Wealth Strategies
San Ramon,
California
|
$31M
|
+$2.77M
|
+31,433
|
+10%
|
|
|
66
|
High Probability Advisors
Pittsford,
New York
|
$30.6M
|
-$432K
|
-4,901
|
-1%
|
|
|
67
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$30M
|
+$28.9M
|
+328,317
|
New
|
|
|
68
|
GDS Wealth Management
Flower Mound,
Texas
|
$29.9M
|
-$870K
|
-9,866
|
-3%
|
|
|
69
|
Apella Capital
West Hartford,
Connecticut
|
$29M
|
+$445K
|
+5,049
|
+2%
|
|
|
70
|
Atria Wealth Solutions
New York
|
$28.7M
|
-$216K
|
-2,453
|
-0.8%
|
|
|
71
|
Executive Wealth Management
Brighton,
Michigan
|
$28.7M
|
+$4.95M
|
+56,184
|
+22%
|
|
|
72
|
Focus Partners Wealth
Boston,
Massachusetts
|
$28.3M
|
-$70.1M
|
-794,860
|
-72%
|
|
|
73
|
Capstone Investment Advisors
New York
|
$27.4M
|
-$21.8M
|
-247,018
|
-45%
|
|
|
74
|
Sykon Capital
Harrison,
New York
|
$27.4M
|
+$26.4M
|
+299,725
|
New
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27.3M
|
-$526K
|
-5,971
|
-2%
|
|
